Why Organisation Structure is Important for Large Home Care Providers with CareVision Software

To facilitate staff allocation to clients, you can set up both departments and regions within CareVision. Regions are used to assign the geographic location of a client, as such a client can only be assigned to a single region. Staff, on the other hand, can work across multiple geographic locations and can be set to multiple regions. Maybe you are wondering why organisation structure is important for large home care providers.

While Regions are used for geographic allocations of clients and staff, Departments allow organizations to further customise how both are allocated, and both can be assigned to multiple departments. This tool is useful in filtering funding sources and many other filters utilised within the system. For some client interactions, there are department-based permissions that are exclusively visible only to staff or their co-staff from the same department. These are 'customised security roles' that can be used by your organisation. To use this, reach out to your Customer Success Team.

How to Set Up Departments and Regions of Clients in CareVision

Departments and Regions allow an organisation to manage distinct teams with no need to create distinct branches. This way, team members can be managed or assigned easily either across regions (Southern QLD, Brisbane, Gold Coast) or business areas (HCP, NDIS, CHSP, Office A, Office B) within CareVision.

Not least, assigning Departments and Regions allows seamless scheduling of staff- giving an easy perspective on which staff is the suitable one for each service booking. Also by turning on certain alert notifications, you can help your organisation avoid misallocations regarding department and region inconsistencies.

For more information on setting up Regions and Departments within CareVision, visit www.carevision.academy today.